+55.9%
VZ vs RNG
+154.7%
-98.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | -0.9% |
| 7D | +2.1% | -11.3% | +13.5% | +2.5% |
| 30D | +1.4% | -5.7% | +7.1% | +1.4% |
| 3M | -1.3% | +16.8% | -18.0% | -2.1% |
| 6M | -0.5% | +58.5% | -59.0% | -2.7% |
| YTD | +19.6% | +151.3% | -131.7% | +15.6% |
| 1Y | +22.4% | +169.0% | -146.6% | +18.0% |
| 3Y | +55.9% | +156.9% | -101.0% | +50.3% |
| All | +55.9% | +154.7% | -98.8% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RNG.
Daily Out/Under-Performance
Portfolio return minus RNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RNG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RNG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling